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Cannabis
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
Mindset Value Fund Aaron Edelheit
|
View | Distressed, Cannabis | GLASF, GRUSF, VREOF | alpha, Cannabis, Cost Advantages, distressed, Federal Reform, growth |
| 2025 Q3 | Oct 24, 2025 |
Mindset Value Fund Aaron Edelheit
|
View | Small Caps, Cannabis, Reform | VREO CN | Cannabis, Hemp, Legalization, Reform, small caps |
| 2025 Q3 | Dec 9, 2025 |
Bengal Capital Jerry Derevyanny
|
View | Cannabis | BAMM CN, GRIN CN | Cannabis, CapitalAllocation, competition, operations, pricing |
| 2025 Q2 | Aug 28, 2025 |
Bengal Capital Jerry Derevyanny
|
View | Cannabis | GRIN CN, TRUL CN | brands, Cannabis, consumer, Quality, regulation |